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SFMG Wealth Advisors’s Comfort Systems FIX Stock Holding History

SFMG Wealth Advisors’s Portfolio FIX Stock Details FIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$317K Sell
160
-154
-49% -$279K 0.02% 247
2026
Q1 		$433K Hold
314
– – 0.03% 203
2025
Q4 		$293K Hold
314
– – 0.02% 240
2025
Q3 		$259K Buy
+314
New +$213K 0.02% 244

Other funds holding FIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SFMG Wealth Advisors's FIX Position: Q2 2026 in Review

SFMG Wealth Advisors reduced its Comfort Systems (FIX) stake by 49% in Q2 2026, selling an estimated $279K and leaving 160 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #247.

SFMG Wealth Advisors first reported a position in FIX in Q3 2025 and has held it in 4 quarters since. The position peaked at $433K in Q1 2026. 1,350 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • SFMG Wealth Advisors held 160 shares of Comfort Systems worth $317K as of Q2 2026.
  • SFMG Wealth Advisors sold 154 Comfort Systems shares in Q2 2026, an estimated $279K.
  • Comfort Systems made up 0.02% of SFMG Wealth Advisors's portfolio in Q2 2026, its #247 holding.
  • SFMG Wealth Advisors first reported a position in Comfort Systems in Q3 2025 and has held it in 4 quarters since.
  • SFMG Wealth Advisors's Comfort Systems position peaked at $433K in Q1 2026.
  • 1,350 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.